Martin Martorana

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (9)

Series 63Series 65Series 10Series 9Series 24Series 7TOSIESeries 7Series 6

Registered states (7)

Arkansas · Louisiana · Massachusetts · New Mexico · Oklahoma · Texas · Utah

Years in the industry (source record)

32

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Strategic Advisers LLC

Firm CRD

104555

SEC number

801-13243

Assets under management

$1.4T as of Mar 30, 2026

Website

www.linkedin.com/showcase/womentalkmoney ↗

Phone

617-563-7000

Firm location

Boston, MA, 02210-2698

Employment history (15)

From the source registration record · current first

• Strategic Advisers LLCCurrent

  Spring, TX · IA capacity
  Mar 31, 2025 → present
• Fidelity Brokerage Services LLCCurrent

  Spring, TX · BD capacity
  May 24, 2022 → present
• Fidelity Personal And Workplace Advisors

  IA capacity
  Sep 12, 2022 → Mar 31, 2025
• Wealthsource® Partners

  IA capacity
  May 4, 2021 → Feb 4, 2022
• American Financial Network Advisory Services, LLC

  IA capacity
  May 1, 2018 → Nov 22, 2019
• International Assets Advisory, LLC

  BD capacity
  May 2, 2019 → Nov 12, 2019
• Dfpg Investments, Inc.

  BD capacity
  Apr 30, 2018 → Dec 31, 2018
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  BD capacity
  Oct 23, 2009 → Apr 30, 2018
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  IA capacity
  Oct 23, 2009 → Apr 30, 2018
• Banc Of America Investment Services, Inc.

  BD capacity
  Aug 17, 2007 → Oct 23, 2009
• Banc Of America Investment Services, Inc.

  IA capacity
  Aug 17, 2007 → Oct 23, 2009
• Td Ameritrade, Inc.

  BD capacity
  Feb 16, 2006 → Dec 4, 2006
• Td Ameritrade, Inc.

  IA capacity
  Feb 8, 2006 → Dec 4, 2006
• Strategic Advisers, Inc.

  IA capacity
  Jan 12, 2000 → Mar 7, 2005
• Fidelity Brokerage Services LLC

  BD capacity
  Mar 23, 1994 → Mar 7, 2005

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.